继续产量压减、增强高端供给，钢铁行业稳增长锚定年增4%

Core Viewpoint - The "Steel Industry Growth Stabilization Work Plan (2025-2026)" aims for an average annual growth of around 4% in the steel industry's added value, focusing on balancing supply and demand, optimizing industrial structure, and enhancing green, low-carbon, and digital development levels [1][2] Group 1: Industry Management and Capacity Control - The plan emphasizes strengthening industry management and promoting survival of the fittest through precise capacity and output regulation [2] - It includes revising the capacity replacement implementation measures and increasing support for low-carbon steelmaking projects [2] - The plan aims to implement annual output control tasks to promote dynamic balance between supply and demand [2] Group 2: Technological Innovation and Supply Capability - The plan highlights the need to enhance the supply capacity of high-end products by focusing on key steel materials required in high-end equipment and core components [3] - It encourages collaboration among steel enterprises, upstream and downstream companies, and research institutions for industrial chain innovation [3] - The plan also aims to stabilize raw material supply and support compliant mining enterprises to avoid blanket industry regulations [3] Group 3: Investment and Upgrading - The plan calls for expanding effective investment and promoting transformation and upgrading of the industry [3] - It emphasizes the need for equipment updates and digital transformation, particularly in integrating artificial intelligence with the steel industry [3] - The plan sets a target for completing ultra-low emission transformation by the end of 2025 [3] Group 4: Demand Expansion and International Cooperation - The plan seeks to stimulate market consumption potential by exploring steel application demands and enhancing cooperation in key steel usage sectors [4] - It promotes the application of steel structures in various construction areas and supports the establishment of a full industry chain cooperation mechanism [4] - The plan also focuses on strengthening export management and optimizing the structure of steel export products [4]